fix: generalize scan-watchlist
Original implementation hard-coded cha-martin's watchlist and the number of rows(54). This is more general. Now, you save additional watchlists (csv format) to the shared/ folder and when you run this workflow spec it then.
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@@ -1,7 +1,7 @@
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# Workspace Context: Watchlist Confluence Scan
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## Routing
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Given the goal to scan 54 tickers for trade setups with confluence, the workflow proceeds through stages:
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Given the goal to scan tickers for trade setups with confluence, the workflow proceeds through stages:
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1. **00_clarify** - Ask clarifying questions about long/short bias, time horizon, asset class focus.
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2. **01_broad_filter** - Perform broad filter across all tickers to narrow candidates.
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@@ -8,6 +8,7 @@ Ask the user the following key questions to configure the scan:
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1. Long only, or long + short? (Specify bias: long, short, or both)
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2. Time horizon: 0DTE intraday scalps, or day/swing holds?
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3. Asset class focus: Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review?
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4. Watchlist file: Enter the CSV filename (without path) located in the shared/ folder (e.g., cha-martin-watchlist.ms.csv or vertical-spread.csv).
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Record the answers in a markdown file.
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@@ -2,11 +2,11 @@
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## Inputs
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- Layer 4 (working): ../00_clarify/output/user_preferences.md
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- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv
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(contains the watchlist filename to use)
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## Process
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1. Read user preferences to determine bias, time horizon, and asset class focus.
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2. Load the full ticker list from the watchlist CSV.
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2. Read the watchlist filename from user_preferences.md, then load the full ticker list from that CSV in the shared/ folder.
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3. Establish market context by pulling snapshot data for SPY and QQQ to determine the day's regime (trend, range, key levels).
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4. Perform a batch scan (using Finviz or equivalent) filtering for:
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- Price within ~3% of the 50-day MA
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@@ -2,10 +2,13 @@
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## Inputs
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- Layer 4 (working): ../01_broad_filter/output/shortlist.md
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- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv (full ticker list for reference)
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- Layer 4 (working): ../00_clarify/output/user_preferences.md
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(contains the watchlist filename to use)
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## Process
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For each ticker in the shortlist, evaluate the following confluence factors:
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First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/<filename> as reference (if needed).
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1. Daily chart structure: load symbol, D timeframe to assess trend, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns.
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2. Intraday setup: load 3-min or 5-min chart to examine VWAP relationship, pre-market gap vs overnight range, opening range break potential.
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3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap.
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